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Summary: For Independence Day, ThinkAdvisor likes to dedicate at least a little space to an important group of financial advisors: military veterans. Not all stories by veterans are about hitting the beaches or dodging bullets; many are of the quiet moments before and after that action and over the course of many years of serving in the U.S. military.rs
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Summary: To SEC investor advocate Rick A. Fleming, improved disclosure of fees and expenses charged by financial advisers is a top priority in the new fiscal year, which begins in October.
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Summary: In a recent interview, I was asked if “results” are the most important focus to advisors. I explained that an ability to achieve results is only a part of the winning equation. The reporter was shocked and asked me to elaborate.
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Summary: Just when advisors are absorbing the need to implement ERISA-level fiduciary standards for retirement accounts, there is another regulatory challenge coming down the pike.
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Summary: It’s easy to forget or delay something that doesn’t seem like a big deal at the time. You get busy with other more pressing daily activities like children’s sports, school work, etc...
